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IEO Institutional Ownership

iShares U.S. Oil & Gas Exploration & Production ETF
1W: +2.2% 1M: -2.3% 3M: +24.0% YTD: +50.0% 1Y: +47.1% 3Y: +46.3% 5Y: +178.2%
$136.60
+0.20 (+0.15%)
 
Weekly Expected Move ±3.8%
$126 $131 $137 $142 $147
ETF CBOE · AUM $567.9M

Institutional Ownership — IEO

188
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
220M
Total Invested
18
New Positions
38
Increased
82
Reduced
23
Closed
0.80
Put/Call Ratio

Ownership Trends

Top Institutional Holders (200 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 297,508 $41M -11,956 -3.9% 60Q SEC ↗
2 Bank Pictet & Cie (Europe) AG 122,139 $17M -35,111 -22.3% 2Q SEC ↗
3 TWO SIGMA INVESTMENTS, LP 117,548 $16M +108,348 +1177.7% 4Q SEC ↗
4 BANK OF AMERICA CORP /DE 100,740 $14M -16,326 -13.9% 15Q SEC ↗
5 WELLS FARGO & COMPANY/MN 89,518 $12M -5,624 -5.9% 71Q SEC ↗
6 LPL Financial LLC 89,473 $12M -38,715 -30.2% 54Q SEC ↗
7 EP Wealth Advisors, LLC 79,628 $11M +153 +0.2% 3Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 54,329 $7M -596 -1.1% 35Q SEC ↗
9 Mader & Shannon Wealth Management, Inc 48,339 $7M +1,691 +3.6% 2Q SEC ↗
10 ROYAL BANK OF CANADA 46,115 $6M -14,916 -24.4% 67Q SEC ↗
11 CITADEL ADVISORS LLC 43,903 $6M +27,948 +175.2% 50Q SEC ↗
12 AMERIPRISE FINANCIAL INC 43,364 $6M -663 -1.5% 16Q SEC ↗
13 AMICA MUTUAL INSURANCE CO 40,914 $6M -1,836 -4.3% 12Q SEC ↗
14 Investors Research Corp 40,047 $5M +3,156 +8.6% 18Q SEC ↗
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 39,341 $5M -4,670 -10.6% 7Q SEC ↗
16 UBS Group AG 39,247 $5M -10,645 -21.3% 47Q SEC ↗
17 CITIGROUP INC 34,665 $5M +32,555 +1542.9% 81Q SEC ↗
18 Mutual Advisors, LLC 29,704 $4M -609 -2.0% 22Q SEC ↗
19 MANUFACTURERS LIFE INSURANCE COMPANY, 28,410 $4M -15,607 -35.5% 22Q SEC ↗
20 MARTIN & CO INC /TN 22,678 $3M -65 -0.3% 61Q SEC ↗
21 GRIMES & Co WEALTH MANAGEMENT, LLC 22,460 $3M -1,469 -6.1% 23Q SEC ↗
22 JOHNSON INVESTMENT COUNSEL INC 21,816 $3M +115 +0.5% 15Q SEC ↗
23 COTTONWOOD CAPITAL ADVISORS, LLC 20,565 $3M -27 -0.1% 19Q SEC ↗
24 PFG Investments, LLC NEW 19,021 $3M — +0.0% 1Q SEC ↗
25 AlphaCore Capital LLC 18,728 $3M -7,073 -27.4% 3Q SEC ↗
26 Cambridge Investment Research Advisors 18,401 $3M -1,131 -5.8% 18Q SEC ↗
27 FLOW TRADERS U.S. LLC NEW 17,142 $2M — +0.0% 1Q SEC ↗
28 ENVESTNET ASSET MANAGEMENT INC 16,302 $2M -42,921 -72.5% 31Q SEC ↗
29 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 16,301 $2M +860 +5.6% 44Q SEC ↗
30 RAYMOND JAMES FINANCIAL INC 15,392 $2M -11,911 -43.6% 7Q SEC ↗
31 Wealth Management Partners, LLC 14,661 $2M -869 -5.6% 16Q SEC ↗
32 HighTower Advisors, LLC 14,042 $2M -658 -4.5% 19Q SEC ↗
33 OSAIC HOLDINGS, INC. 13,007 $2M +134 +1.0% 26Q SEC ↗
34 Independent Family Office, LLC 12,754 $2M — +0.0% 23Q SEC ↗
35 TRUIST FINANCIAL CORP 12,462 $2M -3,890 -23.8% 22Q SEC ↗
36 Beacon Pointe Advisors, LLC 12,389 $2M -4,298 -25.8% 18Q SEC ↗
37 CARRET ASSET MANAGEMENT, LLC 12,370 $2M -255 -2.0% 16Q SEC ↗
38 Tower Research Capital LLC (TRC) NEW 12,304 $2M — +0.0% 1Q SEC ↗
39 JONES FINANCIAL COMPANIES LLLP 11,898 $2M +2,675 +29.0% 9Q SEC ↗
40 Mariner, LLC 11,666 $2M -10,461 -47.3% 16Q SEC ↗
41 STIFEL FINANCIAL CORP 11,414 $2M -7,584 -39.9% 27Q SEC ↗
42 Audent Global Asset Management, LLC 10,951 $1M +1,962 +21.8% 19Q SEC ↗
43 JPMORGAN CHASE & CO 10,559 $1M -1,198 -10.2% 67Q SEC ↗
44 Cetera Investment Advisers 10,527 $1M -818 -7.2% 10Q SEC ↗
45 Enclave Advisors LLC 10,190 $1M -1 -0.0% 8Q SEC ↗
46 Savvy Advisors, Inc. 10,063 $1M -167 -1.6% 6Q SEC ↗
47 GTS SECURITIES LLC NEW 8,592 $1M — +0.0% 1Q SEC ↗
48 PCG Wealth Advisors, LLC 8,536 $1M +353 +4.3% 12Q SEC ↗
49 Stegent Equity Advisors, Inc. 7,950 $1M -54 -0.7% 9Q SEC ↗
50 Cresset Asset Management, LLC 7,604 $1M -1,255 -14.2% 18Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
TWO SIGMA INVESTMENTS, LP +108,348 +1177.7% 117,548
CITIGROUP INC +32,555 +1542.9% 34,665
CITADEL ADVISORS LLC +27,948 +175.2% 43,903
Qube Research & Technologies Ltd +3,460 +114.7% 6,477
Investors Research Corp +3,156 +8.6% 40,047
JONES FINANCIAL COMPANIES LLLP +2,675 +29.0% 11,898
Audent Global Asset Management, LLC +1,962 +21.8% 10,951
Betterment LLC +1,763 +67.9% 4,358
Mader & Shannon Wealth Management, +1,691 +3.6% 48,339
GOLDMAN SACHS GROUP INC +1,409 +55.7% 3,938
Creative Planning +1,135 +18.3% 7,322
Sanctuary Advisors, LLC +1,002 +26.5% 4,784
NORTHWESTERN MUTUAL WEALTH MANAGEME +860 +5.6% 16,301
Focus Partners Wealth +802 +31.4% 3,354
Ignite Planners, LLC +709 +46.8% 2,225
Parallel Advisors, LLC +686 +1372.0% 736
SUMITOMO MITSUI FINANCIAL GROUP, IN +507 +32.5% 2,069
PCG Wealth Advisors, LLC +353 +4.3% 8,536
NORTHERN TRUST CORP +310 +4.4% 7,349
FMR LLC +166 +15.0% 1,275
Biggest Decreases (20)
HolderReducedChange %Total Shares
NewEdge Advisors, LLC -50,754 -99.2% 408
ENVESTNET ASSET MANAGEMENT INC -42,921 -72.5% 16,302
LPL Financial LLC -38,715 -30.2% 89,473
Bank Pictet & Cie (Europe) AG -35,111 -22.3% 122,139
BANK OF AMERICA CORP /DE -16,326 -13.9% 100,740
MANUFACTURERS LIFE INSURANCE COMPAN -15,607 -35.5% 28,410
ROYAL BANK OF CANADA -14,916 -24.4% 46,115
MORGAN STANLEY -11,956 -3.9% 297,508
RAYMOND JAMES FINANCIAL INC -11,911 -43.6% 15,392
UBS Group AG -10,645 -21.3% 39,247
Mariner, LLC -10,461 -47.3% 11,666
STIFEL FINANCIAL CORP -7,584 -39.9% 11,414
AlphaCore Capital LLC -7,073 -27.4% 18,728
MARSHALL WACE, LLP -6,401 -71.3% 2,573
WELLS FARGO & COMPANY/MN -5,624 -5.9% 89,518
SUSQUEHANNA INTERNATIONAL GROUP, LL -4,670 -10.6% 39,341
Beacon Pointe Advisors, LLC -4,298 -25.8% 12,389
JANE STREET GROUP, LLC -4,249 -44.5% 5,307
TRUIST FINANCIAL CORP -3,890 -23.8% 12,462
PNC Financial Services Group, Inc. -2,682 -81.7% 600

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms